CENTRAL ARIZONA ESTATE PLANNING COUNCIL
Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” TO PROVIDE A BETTER UNDERSTANDING OF ESTATE PLANNING SERVICES THAT ESTATE PLANNERS CAN RENDER TO THE GENERAL PUBLIC. TO PROMOTE COOPERATION AND TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE PLANNERS OF DIFFERENT PROFESSIONS. TO FURTHER THE EDUCATION OF ITS ASSOCIATE MEMEBERS AND THE GENERAL PUBLIC IN THE FIELD OF ESTATE PLANNING. TO MAINTAIN MEMBERSHIP IN THE NATIONAL ASSOCIATION OF ESTATE PLANNERS AND COUNCILS ("NAEPC") AND ANY OTHER APPROPRIATE REGIONAL OR NATIONAL ORGANIZATIONS. TO ACT AS LIASION TO THE NAEPC ON BEHALF OF THE CAEPC ASSOCIATE MEMBERS.
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Central Arizona Estate Planning Council - Membership Association in Phoenix, AZ Next Meeting Monday March 3 2025 March Program Meeting Site Links CENTRAL ARIZONA ESTATE PLANNING COUNCIL Welcome to the Central Arizona Estate Planning Council We are a group of approximately 200 professionals working in the greater Phoenix Arizona area that specialize in legal accounting insurance investment trust and valuation services as well as representatives from various charitable organizations. The Mission of the CAEPC is to strengthen the estate planning profession in the greater Phoenix area by Providing high quality continuing education Sponsoring networking opportunities and Fostering a multidisciplinary approach to estate planning The group is committed to the following principles Integrity in professional lives Education as a continuing process Excellence in our work Career development and Involvement in the profession including participation in the National Association of Estate Plannners Councils NAEPCThe Central Arizona Estate Planning Council was founded in the 1960s and has been honored as a 5 Star Council by the National Association of Estate Planners Councils NAEPC You can find out more about it Here. Our website is intended to help you find professionals in the estate planning field informative articles and other resources related to estate planning. Central Arizona Estate Planning Council is affiliated with the National Association of Estate Planners Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner AEP designee.
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Our mission: EQUITY.
30356. CENTRAL ARIZONA ESTATE PLANNING COUNCIL
Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.
Committed to improving the quality of life for the people and communities we serve.
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